When a client is part of a household, Hubly allows you to:
Choose which member(s) of a household to add to a workflow
Specify which tasks within a workflow need to be completed for different members of a client's household
Adding To Workflows
You can add any member of the household into a workflow by using the + Add Client(s) search field:
When a non-household head is selected, Hubly will give you the option to quickly add the head of the household in their place:
For simplicity of recordkeeping, we always recommend adding the household head to workflows unless the workflow is for a service or review specific to another member.
Indicating On Tasks
When steps within a workflow apply to other members of a client's household, Hubly lets you add an indicator for the household member using the Task Details menu on those tasks:
From there you can indicate which member of the client's household a specific task is for and select Save:
An indicator will appear in-line with the task displaying the household member, which will be included in the client service record kept by Hubly for this task:
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!